Q4 2024 |
390 |
$2.89B |
+$38.4M |
-$927M |
-$889M |
AGG, VOO, AVGO, UITB, XOM
|
13F-HR |
2/11/2025, 03:10 PM |
Q3 2024 |
380 |
$3.92B |
+$568M |
-$751M |
-$183M |
AGG, IEMG, VOO, UITB, XOM
|
13F-HR |
11/14/2024, 07:27 PM |
Q2 2024 |
452 |
$3.94B |
+$243M |
-$295M |
-$52M |
AGG, IEMG, XOM, UITB, ABBV
|
13F-HR |
8/6/2024, 06:04 PM |
Q1 2024 |
446 |
$4.07B |
+$156M |
-$859M |
-$702M |
AGG, IEMG, XOM, AVGO, ABBV
|
13F-HR |
5/15/2024, 03:51 PM |
Q4 2023 |
442 |
$4.51B |
+$644M |
-$405M |
+$239M |
AGG, IEMG, XOM, AVGO, JNJ
|
13F-HR |
2/12/2024, 01:18 PM |
Q3 2023 |
405 |
$3.97B |
+$627M |
-$40.1M |
+$587M |
AGG, IEMG, JNJ, UITB, CSCO
|
13F-HR |
11/14/2023, 05:11 PM |
Q2 2023 |
354 |
$3.49B |
+$433M |
-$174M |
+$259M |
AGG, IEMG, JNJ, UITB, VOO
|
13F-HR |
8/14/2023, 08:50 PM |
Q1 2023 |
327 |
$3.11B |
+$341M |
-$875M |
-$534M |
IEMG, JNJ, UITB, NEAR, VOO
|
13F-HR |
5/15/2023, 05:15 PM |
Q4 2022 |
543 |
$4.37B |
+$634M |
-$259M |
+$376M |
IEMG, AGG, LQD, JNJ, ABBV
|
13F-HR |
2/14/2023, 10:46 AM |
Q3 2022 |
557 |
$3.55B |
+$238M |
-$108M |
+$130M |
IEMG, JNJ, UITB, ABBV, AAPL
|
13F-HR |
11/14/2022, 05:51 PM |
Q2 2022 |
552 |
$3.82B |
+$1.36B |
-$2.34B |
-$980M |
IEMG, JNJ, ABBV, UITB, KO
|
13F-HR |
8/15/2022, 06:33 PM |
Q1 2022 |
112 |
$5.27B |
+$201M |
-$249M |
-$48.6M |
IVV, IEFA, IJH, IEMG, JNJ
|
13F-HR |
5/12/2022, 07:04 PM |
Q4 2021 |
120 |
$5.94B |
+$143M |
-$318M |
-$175M |
IVV, IEFA, IJH, IEMG, ACWI
|
13F-HR |
2/15/2022, 05:03 PM |
Q3 2021 |
125 |
$5.72B |
+$547M |
-$163M |
+$384M |
IVV, IEFA, IJH, IEMG, COIN
|
13F-HR |
11/15/2021, 04:23 PM |
Q2 2021 |
134 |
$5.45B |
+$3.21B |
-$3.37B |
-$159M |
IVV, IEFA, IEMG, IJH, VOO
|
13F-HR |
8/16/2021, 05:11 PM |
Q1 2021 |
159 |
$5.49B |
+$148M |
-$904M |
-$756M |
VEA, VYM, VOO, FNDF, QUAL
|
13F-HR |
5/14/2021, 10:30 AM |
Q4 2020 |
171 |
$5.84B |
+$471M |
-$190M |
+$281M |
VEA, VYM, VOO, FNDF, UITB
|
13F-HR |
2/16/2021, 05:33 AM |
Q3 2020 |
165 |
$5.15B |
+$722M |
-$314M |
+$409M |
VEA, VYM, VOO, UITB, FNDF
|
13F-HR |
11/10/2020, 09:12 AM |
Q2 2020 |
171 |
$4.65B |
+$95.2M |
-$2.96B |
-$2.87B |
VEA, VYM, VOO, GSLC, UITB
|
13F-HR |
8/13/2020, 06:11 PM |
Q1 2020 |
205 |
$6.87B |
+$575M |
-$396M |
+$179M |
VEA, VYM, SPIB, IVV, IEFA
|
13F-HR |
5/14/2020, 01:03 PM |
Q4 2019 |
294 |
$8.79B |
+$823M |
-$317M |
+$506M |
VEA, VYM, IVV, IEFA, SPIB
|
13F-HR |
1/14/2020, 10:23 AM |
Q3 2019 |
426 |
$7.97B |
+$1.2B |
-$21.8B |
-$20.6B |
VEA, VYM, IVV, SPIB, IEFA
|
13F-HR |
11/13/2019, 02:27 PM |
Q2 2019 |
2,235 |
$40.2B |
+$3.64B |
-$2.84B |
+$797M |
MSFT, IVV, AMZN, AAPL, VEA
|
13F-HR |
8/16/2019, 03:08 PM |
Q1 2019 |
2,256 |
$38.8B |
+$2.43B |
-$2.08B |
+$344M |
MSFT, AMZN, AAPL, IEFA, VEA
|
13F-HR |
5/13/2019, 03:36 PM |
Q4 2018 |
2,234 |
$34.5B |
+$2.46B |
-$1.85B |
+$606M |
MSFT, IEFA, AMZN, IVV, AAPL
|
13F-HR |
2/13/2019, 10:07 AM |
Q3 2018 |
2,310 |
$39.9B |
+$3.12B |
-$2.47B |
+$658M |
MSFT, IEFA, AMZN, AAPL, IVV
|
13F-HR |
11/13/2018, 11:22 AM |
Q2 2018 |
2,299 |
$37.6B |
+$3.61B |
-$2.98B |
+$625M |
MSFT, AMZN, AAPL, META, IVV
|
Restatement |
9/27/2018, 02:27 PM |
Q1 2018 |
2,276 |
$37.1B |
+$3.11B |
-$1.81B |
+$1.3B |
IEFA, MSFT, AMZN, AAPL, VWO
|
13F-HR |
5/14/2018, 12:25 PM |
Q4 2017 |
1,457 |
$36.5B |
+$2.4B |
-$1.27B |
+$1.14B |
IEFA, AAPL, MSFT, AMZN, META
|
13F-HR |
2/14/2018, 10:40 AM |
Q3 2017 |
1,414 |
$34.2B |
+$2.46B |
-$2B |
+$460M |
IEFA, AAPL, MSFT, META, VWO
|
13F-HR |
11/14/2017, 09:57 AM |
Q2 2017 |
1,411 |
$32.9B |
+$2.12B |
-$1.66B |
+$458M |
IEFA, AAPL, MSFT, AMZN, META
|
13F-HR |
8/14/2017, 12:19 PM |
Q1 2017 |
1,308 |
$31.6B |
+$2.11B |
-$1.56B |
+$550M |
AAPL, MSFT, AMZN, IEFA, META
|
13F-HR |
5/11/2017, 01:51 PM |
Q4 2016 |
1,299 |
$29.9B |
+$2.37B |
-$2.09B |
+$282M |
AAPL, MSFT, HYG, IEFA, AMZN
|
13F-HR |
2/13/2017, 12:35 PM |
Q3 2016 |
1,298 |
$29.5B |
+$2.45B |
-$1.66B |
+$784M |
AAPL, MSFT, AMZN, IEFA, META
|
13F-HR |
11/14/2016, 10:00 AM |
Q2 2016 |
1,265 |
$28B |
+$1.96B |
-$1.96B |
-$2.71M |
MSFT, AAPL, AMZN, IEFA, META
|
13F-HR |
8/11/2016, 04:12 PM |
Q1 2016 |
1,277 |
$27.7B |
+$2.61B |
-$2.58B |
+$29.8M |
MSFT, AAPL, IEFA, IEF, META
|
13F-HR |
5/12/2016, 04:07 PM |
Q4 2015 |
1,350 |
$28.1B |
+$2.19B |
-$1.4B |
+$786M |
MSFT, SPY, EFA, AAPL, IEFA
|
13F-HR |
2/16/2016, 11:36 AM |
Q3 2015 |
1,268 |
$26.8B |
+$2.57B |
-$1.31B |
+$1.26B |
EFA, SPY, AAPL, MSFT, IEFA
|
13F-HR |
11/12/2015, 08:45 AM |
Q2 2015 |
1,274 |
$28.6B |
+$1.77B |
-$1.11B |
+$663M |
EFA, AAPL, SPY, MSFT, IEFA
|
13F-HR |
8/12/2015, 10:43 AM |
Q1 2015 |
1,261 |
$28.5B |
+$2.82B |
-$1.86B |
+$963M |
EFA, AAPL, SPY, IEFA, MSFT
|
13F-HR |
5/15/2015, 03:02 PM |
Q4 2014 |
1,242 |
$28.3B |
+$2.21B |
-$1.99B |
+$220M |
EFA, AAPL, MSFT, IEMG, IEFA
|
13F-HR |
2/17/2015, 04:28 PM |
Q3 2014 |
1,214 |
$27.3B |
+$1.86B |
-$903M |
+$955M |
EFA, EFA, AAPL, MSFT, IEMG
|
13F-HR |
11/14/2014, 09:30 AM |
Q2 2014 |
1,223 |
$27.2B |
+$2.6B |
-$1.15B |
+$1.45B |
EFA, EFA, AAPL, MSFT, JNJ
|
13F-HR |
8/13/2014, 11:01 AM |
Q1 2014 |
1,220 |
$25.7B |
+$1.86B |
-$1.17B |
+$689M |
EFA, EFA, MSFT, AAPL, GOOGLXXXX
|
Restatement |
5/22/2014, 09:35 AM |
Q4 2013 |
1,223 |
$25.1B |
|
|
|
EFA, EFA, AAPL, GOOGLXXXX, MSFT
|
13F-HR |
2/14/2014, 09:55 AM |